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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,061 | $81,262-80.2% | $155,602-89.7% | $80,911-80.1% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.6pp | 67.6%+17.2pp |
| Annual return | 11.64% | 33.34%-21.7pp | 64.81%-53.2pp | 35.63%-24.0pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,672 | $3,451+122.3% | $5,629+36.3% | $4,297+78.5% |
| Admin fee / account holder | $1,176 | $7,992-85.3% | $15,923-92.6% | $6,935-83.0% |